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Larson Financial Group LLC: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Larson Financial Group LLC on SPDW, newest first. How the timeline and the estimate are built.

Larson Financial Group LLC held 74,499 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,499 shares
    Change vs previous 13F -6,318 shares

    0.1% of the 13F portfolio, value $3,753,995.

    13F-HR 0001104659-26-096672 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 80,817 shares
    Change vs previous 13F -8,928 shares

    0.12% of the 13F portfolio, value $3,689,298.

    13F-HR 0001104659-26-061944 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 89,745 shares
    Change vs previous 13F -7,793 shares

    0.13% of the 13F portfolio, value $3,985,570.

    13F-HR 0001104659-26-011251 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 97,538 shares
    Change vs previous 13F -13,292 shares

    0.15% of the 13F portfolio, value $4,173,654.

    13F-HR 0001104659-25-112247 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 110,830 shares
    Change vs previous 13F +6,759 shares

    0.18% of the 13F portfolio, value $4,487,520.

    13F-HR 0001104659-25-075565 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 104,071 shares
    Change vs previous 13F +308 shares

    0.18% of the 13F portfolio, value $3,789,213.

    13F-HR 0001104659-25-043932 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 103,763 shares
    Change vs previous 13F -10,915 shares

    0.18% of the 13F portfolio, value $3,541,435.

    13F-HR 0001104659-25-010344 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 114,678 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,307,307.

    13F-HR 0001104659-24-116889 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).